Skip to main content
Skip table of contents

Default Employee Information

Much of the employee payroll set-up can load automatically if you enter the information in this window before entering employees.

Information specified on this window should apply to most employees. Differences for individual employees will be indicated on their individual Employee Information window.

Payroll Setup Window

In Default Employee Information Setup, you will enter information that applies to most employees of the organization. The default values you enter here under Pay Setup will be loaded for each new employee added. All default settings may be changed, as needed and on an individual basis, during the employee entry process.

  1. To navigate to Payroll Setup, from the Welcome to CDM+ window, click on Payroll. 


    Then click, 1. Enter default employee information.

    or


    Go to Program Payroll Payroll Setup

    image-20240229-201831.png

  2. To begin, click Change in the menu to the right of Default Employee Information Setup.

     

  3. Select your State or Territory from the drop list under Tax Table Codes. Pressing Tab again will place your cursor in the Local 1 field. If you have already set up Local Codes in the Other Deductions window, they will appear in the drop list when you click on the down arrow. Click on a code to select it.

     

    Or, you can place your cursor in the box and type a portion of the item you want and press Tab to “auto-complete” the entry. This search is case-insensitive and works on any portion of the entry, not just the beginning letters. For example, to find “County Tax”, you can type “county”, press Tab, and you’ll get the first item that contains the words “county.”

  4. If you have not set up Local Codes or wish to add a new code, type the new Local Code and press Tab. You will see the message below.

  5. Click on Yes and the Deduction Setup window will open. Enter the new Local Tax Code and complete the Setup and Calculation fields on the Deduction Setup window. Return to the Payroll Setup window to finish entering the Default Employee Information.

  6. Choose a default tax Status by clicking on one of the radio buttons.

  7. Enter a default number of Withholding Allowances for both Federal and State taxes.

  8. Check the Auto Draw box if employees will be paid by direct deposit.

    image-20240229-205051.png

  9. Under W2 Information check the boxes that apply for your organization.

    image-20240229-205240.png

Pay Items

In this pane of Payroll Setup window, you will specify default settings for different pay items. As you define the Pay Items they will appear in the list on the left side of the window. Pay Items can include hourly, salaried and contractual pay, but also allowances, such as housing, education or travel—anything that is included in an employee's paycheck.

You may wish to define all the potential pay items your employees may use, then remove the unneeded items when setting up a new employee. 

  1. Click on the Pay Items tab and then click on Change.

    image-20240301-162829.png

  2. Click on the small Add button at the bottom of the Pay Items list.

    image-20240301-162947.png

  3. Click on one of the Type radio buttons, e.g. Salary.

    image-20240301-163757.png

  4. Tab through the fields on this window, entering the following types of information:

    • Description - Click on the down arrow to choose an existing description of this pay item or type a description. If you enter a new code, you will be asked if you wish to add it. Click Yes and it will be added to the drop list. For more information on maintaining codes, see Master Coding System.

       

    • Pay Frequency - Use the drop-down list to select the most common pay frequency for this Pay Item.

    • Pay Rates - You may enter default a Standard Rate and Hours and, if applicable, Overtime Rate and OT Hours. If you have a variety of Pay Rates for this Pay Item, you would probably want to leave these fields blank.

    • Employee Expense - Chart of accounts number for the expense account for this Pay Item. Click on the magnifying glass icon to select an account number from a list of expense accounts. You may leave this field blank if employees are paid from more than one expense account.

    • Employer Expense - Chart of accounts expense number(s) out of which the employer's portion of FICA and Medicare are to be paid. Click on the magnifying glass icon to select the account number from a list of expense accounts.

  5. Click on the Taxes/Deductions tab at the bottom of the Pay Items pane. Here you may identify line items as tax exempt and specify additional amounts to be withheld.

Payroll deductions are set up on the User Deductions pane of the Default Employee Information Setup window.

If a particular Pay Item is exempt from a deduction calculation, click on the appropriate checkbox under Deductions Exempt. For example, a pastor has a 403(b) deduction of 3% of his salary. He also receives housing and travel allowances. He doesn’t want the 403(b) deduction taken from these allowances. Therefore, you would check the 403(b) deduction box on the allowance pay items.

If a deduction is a flat amount, you do not need to mark any Deduction Exemption checkboxes. They only apply to percentage deductions.

User Deductions

Here you may enter any user-defined deductions which will apply to all employees.

  1. Click on the small Add Deduction button at the bottom of the pane. Choose a Deduction from the drop list.

    Or you can place your cursor in the box and type a portion of the item you want and press Tab to “auto-complete” the entry. This search is case-insensitive and works on any portion of the entry, not just the beginning letters. For example, to find “403(b)”, you can type “403”, press Tab, and you’ll get the first item that contains “403.”

    If you have not set up Deductions or wish to add a new deduction, type the new deduction and press Tab. You will see a message similar to the one at shown here.

  2. Click on Yes and the Deductions window will open.

  3. Enter the new Deduction as described in the Creating Deductions section. Return to the Payroll Setup window to finish entering the Default Employee Information.

Liabilities

Here you may specify default liability accounts and vendors for all employees.

  1. Click on the pencil icon to select the account number from a list of Liability Accounts.

    1. Use the drop lists to select the Vendor to which the tax is posted.

      Or, you can place your cursor in the box and type a portion of the item you want and press Tab to “auto-complete” the entry. This search is case-insensitive and works on any portion of the entry, not just the beginning letters. For example, to find “Kentucky State Treasurer”, you can type “state”, press Tab, and you’ll get the first item that contains the letters “state.”

      If you have not set up Vendors or wish to add a new vendor, type the new vendor and press Tab. You will see a message similar to this:

      Click on Yes and the Vendor Records window will open.

      Enter the new Vendor as described in the Setting Up Vendors section under Accounts Payable in the CDM+ Accounting manual. Return to the Payroll Setup window to finish entering the Default Employee Information.

  2. If a tax is a set amount, rather than a percentage, click on the Use Entered Amounts Only checkbox. The amount is entered in each employee's record.

CDM+ will automatically calculate taxes for each employee. Entering in a fixed amount for each employee is the exception and should only be done at the direction of the employee.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.